See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 10-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $48,097 | $48,795-1.4% | $65,493-26.6% | $84,808-43.3% |
| Participation rate | 89.7% | 67.0%+22.7pp | 73.1%+16.6pp | 68.3%+21.3pp |
| Annual return | 9.24% | 20.20%-11.0pp | 982.45%-973.2pp | 40.90%-31.7pp |
| Employer contribution / active EE | $4,093 | $1,930+112.1% | $2,574+59.0% | $2,631+55.6% |
| Participant deferral / active EE | $2,576 | $2,928-12.1% | $3,961-35.0% | $4,212-38.8% |
| Admin fee / account holder | $5,711 | $3,877+47.3% | $5,028+13.6% | $7,344-22.2% |